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Top 10 SBA 7(a) Loan Closing Mistakes Closers Make, And How to Avoid Them — 1/15
.. A Coleman Training Webinar Date: Thursday, January 15, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Are your SBA 7(a) closings getting delayed, repaired, or worse, stripped of the guaranty after funding? Every year lenders lose real money and credibility because basic closing errors are discovered too late, often during SBA review or liquidation. These…
Read More2026 Annual SBA Loan Portfolio Servicing Actions: SBA 7(a), 504 and PPP Loans — Webinar 1/22
.. A Coleman Training Webinar Date: Thursday, January 22, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Protect Your SBA Guaranties and Strengthen Your Portfolio in 2026 Now is the time for your annual assessment of your SBA loan portfolio to protect your institution’s loan guarantees while providing thoughtful, compliant solutions that help your borrowers manage…
Read MoreOLD UNDERWRITING TRAINING COPY
Coleman Certified SBA 7(a) Loan Underwriter Training Download Registration Form HEREOr Register Online through QuickBooks An All New Updated Online Training course! Bob Coleman continues his award-winning instruction for 2024. A 12 week online video program your staff can complete on their own schedules PLUS! receive professional certification. 12-WEEK COURSE FORMAT: VIDEO: Approximately 60-75…
Read MoreThe SBA Lender and its LSP: What SBA and OCC Examiners Expect in 2026 from Your LSP Third-Party Vendor Relationship — 12/18
.. A Coleman Training WebinarDate: Thursday, December 18, 2025 Time: 2:00 p.m. EasternIncludes e-certification & recording Lender Service Provider oversight is no longer a routine file check—it’s a regulatory priority. Under SOP 50 10 8 (effective June 1, 2025), SBA emphasizes that “SBA reserves the right to audit compliance with any SBA-reviewed LSP agreement” and…
Read MoreConstruction Loan Closing Documentation and Draw Administration: Meeting the SOP Requirements with Perfection — 1/7
.. A Coleman Training Webinar Date: Wednesday, January 7, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Closing a construction loan is one of the most complex—and high-stakes—transactions in SBA lending. Even minor documentation errors can delay funding, cause upstream and downstream disruptions, or result in costly post-closing corrections. This focused training equips SBA lenders, closing…
Read MoreSBA Form 159 Compliance: What Brokers Must Disclose, and How to Stay Out of Trouble — 12/10
SBA Form 159 Compliance: What Brokers Must Disclose, and How to Stay Out of Trouble 🗓️ Date & TimeWednesday, December 102PM Eastern Every year, dozens of SBA loan brokers unknowingly step over the compliance line. The biggest tripwire? SBA Form 159 — the Fee Disclosure and Compensation Agreement. This form seems simple, but it governs…
Read MoreUnlock the Power of AI: Data-Mine Public SBA Data to Skyrocket Your Loan Volume — 12/5
.. A Coleman Training WebinarDate: Friday, December 5, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording AI Meets SBA Lending Artificial Intelligence is transforming how lenders find, qualify, and close small business loans. In this fast-paced, practical webinar that gives you a tool you can use immediately Bob Coleman will show you how to combine AI…
Read MoreAI for SBA 7(a) Credit Memos: How to Turn Numbers into Narrative — 11/19
.. A Coleman Training WebinarDate: Wednesday, November 19, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Artificial intelligence is transforming how lenders analyze and present borrower financials. What once took hours of manual work can now be completed in minutes — without sacrificing accuracy, compliance, or insight. Coleman Report presents a new live webinar: AI for…
Read MoreSBA Loan Insurance Compliance Under SOP 5010 8: The Top 15 Requirements for Underwriters and Closers — 11/21
A Coleman Training Webinar Date: Friday, November 21, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording SBA SOP 5010 8 introduced significant changes to insurance requirements for both 7(a) and 504 loans, placing heightened emphasis on lender compliance. A single oversight—such as a missing hazard, flood, or life insurance policy, or incomplete documentation in the credit…
Read More104 Items Underwriters “Must” Include in the SBA 7(a) Credit Memo, For Loans Over $350K According to the SOP 5010 8 — 11/25
The SBA Chief Lending Officer Perspective .. A Coleman Training WebinarDate: Tuesday, November 25, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording The new SOP 50 10 8 doesn’t make suggestions — it gives mandates. “Do what you do” has been replaced with “What you must do”. Between pages 130 and 143 addressing SBA 7(a) underwriting…
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